Available Out-of-the-Box Upland Analytics Reports and Dashboards

The Out-of-the-Box Reports have been created to save you time and the burden of creating these generally useful reports.

To access these reports:

  1. From the Icon Bar select Upland Analytics .
  2. From the Upland Analytics navigation menu expand the Dashboard & Reports menu.
  3. Expand any of these sub-menu items to access the Out-of-the-Box Reports and Dashboards
    1. Advanced Reports
    2. Client Contact
    3. Client PO Association Reports
    4. Executive Summary
    5. Financials
    6. Program Manager
    7. Project Manager
    8. Project Rate Cards
    9. Project Team
    10. Reports
    11. Resource Manager
    12. Work Items Project Manager